2 MERCADOS, 2 REALIDADES: ¿Dónde INVERTIR? | #MercadoSinFiltro con Seba Waisgold y Nicolás Sibecas

Don't forget to SUBSCRIBE and TURN ON NOTIFICATIONS! 👉 how.ly/oQse30soKU2The United States faces high interest rates, rising oil prices, and a dollar losing global ground, while Argentina sees improvements in bonds, country risk, and reserves. Where do the opportunities lie, and what risks could hinder the recovery? 📌 CHAPTERS 00:00 United States and Argentina: Two Markets, Two Realities 03:22 Wall Street at Highs: Is It Time to Buy? 5:25 Not investing also has its costs: the risk of staying in dollars 6:36 Walmart, McDonald’s, and PepsiCo: defensive alternatives 8:16 Dollar and gold: how central bank reserves are changing 11:57 AI companies: the risk of financing themselves with too much debt 15:03 Oil: levels that could complicate things for Wall Street 20:22 Merval: which sectors can lead a recovery 21:28 Pampa Energía, YPF, and Vista: opportunities and risks 23:22 Argentine energy: the jump in the trade surplus 24:22 Soybeans, wheat, and corn: better prices for Argentina 26:03 Bonds and Merval: what drove the local rebound 27:10 Inflation, dollar, and reserves: what the REM projects Sebastián Waisgold and Nicolás Sibecas, from Inversiones Andinas, compare two scenarios: the United States, with strong employment, high interest rates, expensive oil, and greater competition for capital; And Argentina, with its bond recovery, lower country risk, stable dollar, and better prices for energy and agriculture. They also analyze Microsoft, Meta, Nvidia, Walmart, McDonald’s, and PepsiCo. The proposed strategy is to remain invested, but prioritizing large companies capable of financing artificial intelligence with their own cash flow and using defensive stocks to reduce volatility. In Argentina, opportunities are concentrated in energy, utilities, and selective exposure to banks: Pampa Energía combines electricity generation and Vaca Muerta, while YPF and Vista are more sensitive to oil. Risks remain in economic activity, the electoral landscape, and potential pressure on inflation and interest rates. 💸 Knowing what happened isn't enough. Learn to decide what to do with your money. Check out upcoming courses 👉 httpeafp.com.ar/cursosWhat Do We Do With Our Pesos? Every Tuesday at 6:30 PM live. Economics, markets, and investments with experts. 📩 Contact: info@mundodinero.com.ar 📲 Instagram: @MundoDineroTV #Investments #WhereToInvest #Markets #Finance #Economy #Cedears #Inflation #Stocks #Bonds #Oil #StockExchange #Merval #UnfilteredMarket #MundoDinerovideo